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Trustees appreciate that they have a duty to invest, with professional advice in most cases, in line with the trust’s objectives (ss 4 & 5 Trustee Act 2000). This might, for example, mean [...]

This case is interesting and important as it provides guidance to practitioners for, not only when a Will is challenged based on a want of knowledge and approval, but also for Norris J’s comments [...]

The case of Morris v Davies dealt with determining which law applied to the deceased’s succession. More specifically, was the deceased’s English law Will valid or should Belgian succession laws [...]

It is amazing that in this day and age the Budget speech the Chancellor makes has the build-up it does and then the inevitable analysis and comment follows

The origins of a European instrument to govern mutual recognition of succession across the EU first appeared in 1998. There followed an extensive Green Paper which was issued in March 2005.

Frequently personal representatives are faced with the problem of having to distribute the estate to missing or uncooperative beneficiaries. For a variety of different reasons, beneficiaries may [...]

First Will writing and now probate and estate administration services – the Legal Services Consumer Panel has just recommended to the Legal Services Board that probate and estate administration [...]

Will draftsmen and probate practitioners will be familiar with the requirements for a valid Will as far as execution of the document is concerned – it must comply with s.9 Wills Act 1837

The decision of Mrs N V Pawson’s Personal Representative v HMRC [2012] UK FTT 51 has allowed a BPR claim on a FHL cottage.

This decision of the Court of Appeal on a claim under the Inheritance (Provision for Family and Dependants) Act 1975 addresses the common problem that arises where the deceased acquired a home [...]